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LifeFocus Financial Advisors, LLC

EST. AUM
$103,509,339

CONTACTS

CLIENT ACCOUNTS
225

Firm Details

Metro area Seattle
CRD Number 136020
Website lifefocusadvisors.com
Client types

Overview

LifeFocus Financial Advisors, LLC is a fee-only SEC-registered investment adviser headquartered in Walla Walla, Washington. The firm specializes in retirement income planning, tax-efficient financial planning, portfolio management, and investment advisory services for individuals nearing retirement or already retired. LifeFocus utilizes evidence-based investment strategies, emphasizing disciplined long-term investing, tax efficiency, and risk management while providing fiduciary advice tailored to each client's retirement objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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